Insights

ChoateIA Ranked in Top 20 by BBJ

Boston Business Journal ranked Choate Investment Advisors among the Top 20 in its 2017 list of the Largest Independent Investment Advisers in Massachusetts. The list, published annually, is researched locally by staff members of the BBJ. Firms are ranked by total assets under management among Mass.-based advisers as of June 2017.

Choate Investment Advisors has provided wealth management services to high net worth individuals and families for decades, and as of June 30, 2017 manages nearly $4 billion in discretionary assets. Choate Investment Advisors offers independent “open architecture” investment advice. The firm’s seamless one-stop, family office approach to wealth management provides clients with top notch, institutional quality investment management services provided by Choate Investment Advisors that are fully integrated with the tax, estate planning, and other services offered by Choate, Hall & Stewart’s Wealth Management Group.

Earlier this year, Choate Investment Advisors was ranked on Forbes magazine/RIA Channel’s list of the “Fastest 100 Growing RIA Firms” in the country and by Financial Times magazine as one of the “300 Top Registered Investment Advisors”.